VRL Logistics Limited — PPTs, 06-08-2025: Investor Presentation

**1. Financial Highlights:**

VRL Logistics reported Q1FY26 total income of ₹750.8 Cr (+1% YoY). EBITDA jumped 56% YoY to ₹158.1 Cr (21.1% margin), and PAT surged 272% to ₹50.0 Cr. This profit growth, despite 13% tonnage decline, resulted from strategic exit from low-margin business and 17% higher realization per ton. Net debt reduced to ₹288 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Company plans strategic expansion into new geographies and aims for volume growth via targeted marketing. Efficiency efforts include boosting in-house fuel supply and maximizing owned fleet usage for cost cutting.

**3. Business Developments:**

VRL strategically exited low-margin segments, boosting profitability. It continuously upgrades tech-enabled operations (ERP, GPS) and integrates sustainable practices, like EV/CNG vehicles, into its fleet.

**4. Market Position & Competitive Advantage:**

As India's sole asset-owned LTL leader, VRL leverages its extensive network and large fleet. A diversified B2B customer base and low bad debts underpin its strong market position.

**5. Investor Implications:**

Focus on profitable growth via strategic exits and stringent cost control signals positive potential. Watch for sustained volume improvement and continued operational efficiency.